Bulk Add/Remove Collaborators and Assignees
In a team command I would like to be able to bulk add collaborators like i can bulk assign. Essentially they select all the clients to do the bulk action and then select add collaborator and then it pulls up the list of agents to make a collaborator.
LABS Team
shared this idea
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Jodi Cantrell
commented
When an agent leaves a team, contacts assigned to that team member need to be reassigned to the rainmaker automatically.
Often times a team forgets or doesn't know this needs to happen, then emails may go out from Smartplans that look like they come from that agent even though they are not on the team anymore. -
LABS Team
commented
When an agent leaves our team, and we reassign their contacts to the team, command slots them as a collaborator to the contact. We would like to bulk remove these so the agent no longer shows on any contacts but cannot and have to go one by one. We do not need to see the old agent on the contact as a collaborator because we can see them as a past assignee in the timeline.
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LABS Team
commented
Need an option to add team members in team account as collaborators on contacts to all contacts at one time. When rainmaker adds contacts in bulk from phone or previous CRM, it's too much to have to go through individually to add each team member as a collaborator and without doing some, team members are unable to see contacts in their own team command.
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LABS Team
commented
Could we have this bulk action? This would make it easier for leadership and for teams when there is turnover and contacts are being reassigned.